Advanta Finance Reviews

Corey is wonderful to work with…he is very professional and proficient at what he does…all with a GREAT attitude focused on the client.

If you are looking to take charge of your retirement wealth, Advanta IRA will give you the tools to do so. And if you are looking for the best customer service, Advanta IRA will treat you like a multimillionaire even if you’re not one.

My account manager is relentless when it comes to assuring that you are given the highest quality of financial care. She explains everything in a way that we, as layman, have a thorough understanding. I particularly appreciates it when she asks, Stan, do you really understand that portion of the conversation that we just covered? She really wants us to comprehend what is happening with our investments.

I would be remiss if I did not express to you how professional, responsive and accommodating that Advanta IRA has been to us. We have had a number of our clients choose to transfer their accounts to Advanta IRA, and I am pleased to say how pleasurable it has been to work with y’all. I have found the overall experience with competing service providers to be inferior to our experiences with Advanta IRA.

I originally started to use Advanta IRA with somewhere around $250,000. Now that I’m over 2 million dollars with them, I feel as comfortable today as I did with my first investment. The reason I’m up to the two million dollars is because of how they treated me when I only had $250,000.

I cannot find words to express the excellence and the highest standards that you run this company. I have had only exemplary contact and interactions with Corey directly, and Paul, indirectly. Corey is professional, engaging, polite, diplomatic, and upbeat. I could not be happier I chose Advanta IRA. I am recommending you to my Facebook friends.